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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,537 | $90,617-42.0% | $79,476-33.9% | $135,382-61.2% |
| Participation rate | 70.0% | 76.1%-6.1pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -4.13% | 977.57%-981.7pp | 718.21%-722.3pp | 519.77%-523.9pp |
| Employer contribution / active EE | $1,233 | $3,068-59.8% | $2,800-56.0% | $4,779-74.2% |
| Participant deferral / active EE | $3,531 | $4,050-12.8% | $3,704-4.7% | $5,609-37.0% |
| Admin fee / account holder | $2,203 | $5,907-62.7% | $5,113-56.9% | $10,829-79.7% |